ðą Breaking: iPhone 17 Launch Day Success
Chinese pre-orders exceed iPhone 16 first-day volume. Pro Max delivery times pushed to October due to unprecedented demand. Apple on track for 15th consecutive record quarter in India.
ðą iPhone 17 Launch: Record-Breaking Success
ð Sales Performance
- â China: Pre-orders exceed iPhone 16 first-day volume
- â India: On track for 5+ million shipments (record quarter)
- â Global: Longer lines than iPhone 16 launch
- â Supply: Pro Max delivery pushed to October
ð° Pricing & Models
Key Features: ProMotion on all models, 18MP front camera, A19/A19 Pro chips
China Market
Record Pre-Orders
Exceeding iPhone 16 first-day volume, strong premium model demand
India Market
5M+ Units
15th consecutive record quarter projected
Global Launch
Sold Out
Pro Max units backordered to October
ð NVIDIA-Intel Partnership: Industry Impact
$5 Billion Investment Details
Technical Collaboration
- âĒ Joint x86 CPUs with NVIDIA GPU chiplets
- âĒ NVLink interconnect technology
- âĒ Intel 18A process utilization
- âĒ Data center & consumer products
Market Response
- âĒ NVIDIA invests at $23.28 per Intel share
- âĒ Intel stock maintains momentum
- âĒ AMD faces competitive pressure
- âĒ Industry realignment underway
"Unusual alliance between competitors represents fusion of NVIDIA's AI/accelerated computing with Intel's x86 ecosystem"
ð US-China TikTok Framework Advances
Treasury Secretary Confirms Deal Framework
Deal Status
Framework for TikTok deal between US and China confirmed by Treasury Secretary
Impact
Potential resolution to long-standing platform access concerns
â ïļ Details remain confidential pending final negotiations
ð Dogecoin Leads Crypto Rally
DOGE Surges 40% Weekly
Current Price
$0.30
First time since February
24hr Change
+13%
$3.6B volume
Weekly Gain
+40%
Outperforming BTC & ETH
First U.S. Dogecoin spot ETF launch approaching âĒ "Official" treasury firm accumulating DOGE
ð° Venture Capital Highlights
H1 2025: Strongest Since 2022
$91B in Q2
33 US AI startups raised $100M+ in 2025
Tamara
Saudi BNPL expansion
Shariah-compliant credit facility
Conceivable
HealthTech
AI-powered IVF automation
MarqVision
Series B
AI anti-counterfeiting
ð C-Suite Movement at 7-Year High
173 CFO appointments in H1 2025 - Highest in 7 years
New Appointments
- Enerflex Ltd: Paul E. Mahoney as CEO (Sept 29)
- Unilever: Srinivas Phatak as CFO
- Target: Former CFO promoted to CEO
- OpenAI: Vijaye Raji as CTO of Applications
Industry Trends
- âĒ Record executive turnover in tech sector
- âĒ AI expertise commanding premium
- âĒ Cross-industry talent movement
- âĒ Focus on transformation leaders
ð ïļ Platform & Infrastructure Updates
Apple Updates
- âĒ iOS 26 Liquid Glass design system
- âĒ Enhanced Apple Intelligence
- âĒ Live Translation capabilities
- âĒ Visual intelligence expansion
Microsoft Changes
- âĒ $4B Wisconsin data center
- âĒ Microsoft Lens app retiring
- âĒ SharePoint Workflows launch
- âĒ Enhanced Copilot preview
Uber Engineering
- âĒ Kubernetes migration complete
- âĒ Apache Mesos retired globally
- âĒ Infrastructure modernization
- âĒ Performance improvements
ð Market Snapshot
ðą Currency Exchange Alert
All-time low for INR
Weakening trend
US tariffs impact âĒ FII outflows âĒ RBI limited intervention âĒ Forecast: âđ89-90 by year-end
Bitcoin
$115,500
â 1.1%Ethereum
$4,639
â 4.2%Dogecoin
$0.299
â 40%Shiba Inu
$0.0000138
â 10.32%⥠Quick Updates
ðŽ Engineering Advances
- âĒ Netflix: Media ML with LanceDB integration
- âĒ Google: BigQuery advanced runtime GA
- âĒ Gemini: Chrome integration for US users
ð Market Metrics
- âĒ VC funding: $91B in Q2 2025
- âĒ AI startups: 33 raised $100M+
- âĒ CFO turnover: 173 appointments (7-yr high)